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These agenda times pertain to the Live Seminar Program only.  Please note Agenda start times may be different for the video replay locations.

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"In business, sometimes you need a sounding board for new ideas, an outsider’s insight into your business practices, and a partner to hold you accountable. Cindy provides all of this, along with being a cheerleader for your success. Cindy has helped me gain clarity in not only setting business objectives, but achieving them. Her common sense approach to identifying and implementing action steps has helped me grow my business. I would recommend Cindy to anyone who wants to take their practice to the next level."

 – Brett Gibson, Gibson Law Office (Lafayette & Fort Wayne offices)

Would you like to increase your client base but don’t know where to begin especially on a restricted budget? Do you want to actively market your practice but are concerned about complying with attorney ethics rules? If so, you won’t want to miss Cynthia Sharp’s energetic and informative presentation. Attendees will be provided with tools and motivation to create and implement an individual marketing plan for the remainder of the year that is ethically compliant. The material will be geared to all levels with the core message that persistent and consistent communication of message will lead to revenue generation.

Content rich and action oriented, Cindy will discuss:

-       Developing the mindset of a fee generator 

-       Marketing plan essentials

-       Creating & evolving a strong personal professional brand

-       Elements of elevator speeches & positioning statements

-       Tips on influencing a prospect to become a client

-       Social media advantages and pitfalls

The session will include a national survey of case law and opinions in the attorney advertising arena, including social media. Specific guidance on how to avoid violating these rules will be offered.

As part of the course materials, every attendee will receive 2017 Revenue Roadmap, a guide created by Cindy who is a contributing author to ABA book How to Capture and Keep Clients.

AGENDA

1:15 P.M.     Introduction

Overview of business development concepts and general

discussion of Rules 7.1 - 7.5

1:30 P.M.     Fundamentals of Thought Leadership Initiative

                     Attorney both develops and showcases expertise. Ensures compliance

with Rule 1.1 - Competence

Steps to ensure compliance with Rule 7.1 - Communications

Concerning a Lawyer’s Services and Rule 7.2 - Advertising.

Includes analysis of provision and comments as well as discussion

of national ethics cases and opinions.

2:00 P.M.     Creating an Ethical Professional Brand

Creating & evolving a strong personal professional brand. Brand

is the promise conveyed to prospective and existing clients.

Elements of elevator speeches & positioning statements

(Rule 7.2 reminder)

2:30 P.M.     Networking and Cultivating Referral Sources (part 1)

- How to prepare for and maximize networking opportunities.

- Prohibition on Fee Sharing - Rule 1.5

- Rule 7.3 restrictions - Direct Contact with Prospective Client

- Tips for complying with Rule 7.4 Communication of Fields of

  Practice and Rule 7.5 Firm Names and Letterhead.

2:45 P.M.     Break

3:00 P.M.     Networking and Cultivating Referral Sources (part 2)

- How to prepare for and maximize networking opportunities.

- Prohibition on Fee Sharing - Rule 1.5

- Rule 7.3 restrictions - Direct Contact with Prospective Client

- Tips for complying with Rule 7.4 Communication of Fields of

  Practice and Rule 7.5 Firm Names and Letterhead.

3:15 P.M.     Tips on influencing a prospect to become & remain a client

- How creating Client Centric Brand ensures compliance with

  Rules 1.3 - Diligence  & 1.4 - Communication. 

- Discussion of Communication Skills for Attorneys in the context

  of Rule 1.4.

3:45 P.M.     Social Media Advantages and Pitfalls

Efficient & ethical distribution of message through social

media platforms

Survey of National Ethics Social Media cases and opinions

includes Indiana Groupon - Coupon Marketing Opinion

(Opinion No. 1, 2012 - JDH - 1)

How to ensure that Rule 1.18, Duties to Client is not

inadvertently violated

Importance of Law Firm Social Media Policy (even for solos)

Guidance on Sample Provisions for Policy

4:15 P.M.     Review of Concepts - Questions/Answers

4:30 P.M.     Adjourn